+29.1%
ABNB vs U
-65.1%
+94.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.2% | -2.1% | +1.7% |
| 7D | -1.7% | +2.6% | -4.3% | -2.4% |
| 30D | +11.8% | +27.6% | -15.8% | +4.0% |
| 3M | +0.9% | +15.3% | -14.4% | -4.1% |
| 6M | +40.5% | +96.4% | -55.9% | +14.2% |
| YTD | +37.6% | +19.6% | +18.1% | +23.5% |
| 1Y | +54.1% | +42.1% | +12.0% | +30.7% |
| 3Y | +56.8% | +87.5% | -30.8% | +7.6% |
| 5Y | -9.6% | -73.1% | +63.6% | +12.3% |
| All | +29.1% | -65.1% | +94.2% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded U wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling